DWM
Dynasty Wealth Management Portfolio holdings
AUM
$5.87B
This Quarter Return
+7.55%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$77.7M
AUM Growth
+$77.7M
(+61%)
Cap. Flow
+$26.9M
Cap. Flow
% of AUM
34.61%
Top 10 Holdings %
Top 10 Hldgs %
41.2%
Holding
133
New
58
Increased
41
Reduced
11
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$1.76M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.55M |
| 3 |
Microsoft
MSFT
|
$1.39M |
| 4 |
Amazon
AMZN
|
$1.11M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.1M |
Top Sells
Sector Composition
| 1 | Healthcare | 15.03% |
| 2 | Technology | 8.89% |
| 3 | Financials | 8.77% |
| 4 | Communication Services | 6.16% |
| 5 | Consumer Discretionary | 5.36% |
